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Phillips 66
PSX

Overview Fund Activity

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$309M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$236M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$146M
5
Wells Fargo
Wells Fargo
California
+$116M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
JHIU
Janus Henderson Investors US
Colorado
-$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$101M
5
TCIM
TIAA CREF Investment Management
New York
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
826
LVW Advisors
New York
$280K -$5.43K -69 -2%
CFA
827
Carroll Financial Associates
North Carolina
$278K +$156K +1,992 +128%
CFA
828
CT Financial Advisors
Pennsylvania
$277K – – –
SCA
829
STALEY CAPITAL ADVISERS
Pennsylvania
$275K – – –
HT
830
HighTower Trust
Texas
$273K -$31.4K -400 -10%
BFS
831
Bradley Foster & Sargent
Connecticut
$273K – – –
HPBT
832
High Point Bank & Trust
North Carolina
$272K – – –
WPW
833
Waldron Private Wealth
Pennsylvania
$268K +$4.24K +54 +2%
MSS
834
Mitchell Sinkler & Starr
Pennsylvania
$267K -$86.9K -1,107 -25%
HSA
835
HBK Sorce Advisory
Pennsylvania
$264K +$157 +2 +0.1%
DI
836
Diligent Investors
California
$262K – – –
HCM
837
Howland Capital Management
Massachusetts
$261K -$13.4K -170 -5%
AIM
838
Allen Investment Management
New York
$261K – – –
NSAM
839
North Star Asset Management
Wisconsin
$261K – – –
PFBT
840
Parkside Financial Bank & Trust
Missouri
$259K +$7.57K +96 +3%
Jacobs Levy Equity Management
841
Jacobs Levy Equity Management
New Jersey
$255K -$1.91M -24,270 -88%
CPO
842
Cerity Partners OCIO
New York
$254K +$254K +3,228 New
IWA
843
Inspirion Wealth Advisors
Illinois
$253K – – –
LNC
844
Lincoln National Corp
Pennsylvania
$253K +$253K +3,217 New
SWM
845
SVA Wealth Management
Wisconsin
$252K -$82.1K -1,045 -25%
LIM
846
Loudon Investment Management
New Hampshire
$252K +$2.75K +35 +1%
KIG
847
Kovitz Investment Group
Illinois
$252K +$15.7K +200 +7%
PLFAM
848
Pineno Levin & Ford Asset Management
Virginia
$251K +$41.3K +525 +20%
KCM
849
Kanawha Capital Management
Virginia
$250K – – –
FCCM
850
First City Capital Management
Georgia
$250K +$19.7K +250 +9%
32 33
34
35 36